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Liquid Cooling

Liquid cooling replaces air with fluid to carry heat away from dense accelerator racks that air can no longer handle. It has moved from a niche technique to a requirement for new AI capacity.

9 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$393M +$385M 6 0.1% New
27
Amundi
Amundi
France
$372M +$87.2M 4 0.1% Increased
28
Capital Research Global Investors
Capital Research Global Investors
California
$370M +$43.6M 1 0.06% Increased
29
UBS AM
UBS AM
Illinois
$367M +$20.4M 4 0.08% Increased
30
Fisher Asset Management
Fisher Asset Management
Washington
$332M -$3.25M 1 0.11% Reduced
31
Pictet Asset Management
Pictet Asset Management
Switzerland
$331M -$30.3M 4 0.35% Reduced
32
Neuberger Berman Group
Neuberger Berman Group
New York
$328M -$11.1M 4 0.25% Reduced
33
Balyasny Asset Management
Balyasny Asset Management
Illinois
$324M +$1.08M 4 0.42% Increased
34
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$315M -$3.9M 1 12.07% Reduced
35
Ameriprise
Ameriprise
Minnesota
$309M -$138M 4 0.07% Reduced
36
Principal Financial Group
Principal Financial Group
Iowa
$297M -$55.6M 4 0.16% Reduced
37
Citadel Advisors
Citadel Advisors
Florida
$291M -$81.6M 5 0.05% Reduced
38
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$286M -$2.03M 4 0.49% Reduced
39
Deutsche Bank
Deutsche Bank
Germany
$274M -$55.9M 5 0.09% Reduced
40
Congress Asset Management
Congress Asset Management
Massachusetts
$274M +$11.4M 2 1.96% Increased
41
Artisan Partners
Artisan Partners
Wisconsin
$266M -$13.5M 2 0.43% Reduced
42
PointState Capital
PointState Capital
New York
$260M -$20.7M 1 3.29% Reduced
43
WAM
WT Asset Management
Hong Kong
$252M +$121M 1 5.28% Increased
44
Capital World Investors
Capital World Investors
California
$247M +$25.2M 2 0.03% Increased
45
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$244M -$5.09M 1 2.5% Reduced
46
Woodline Partners
Woodline Partners
California
$238M -$30.6M 2 0.9% Reduced
47
Legal & General Group
Legal & General Group
United Kingdom
$237M -$11.8M 6 0.05% Reduced
48
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$234M +$12M 1 0.79% Increased
49
Jane Street
Jane Street
New York
$218M +$104M 4 0.03% Increased
50
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$203M -$3.87M 2 1.64% Reduced